+78.4%
TXN vs DIS
-30.6%
+108.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.0% | +4.6% | +5.9% |
| 7D | -2.1% | +5.3% | -7.4% | -3.9% |
| 30D | +4.7% | +10.2% | -5.5% | +0.9% |
| 3M | +3.9% | +13.5% | -9.7% | -1.4% |
| 6M | +3.8% | +11.1% | -7.3% | -1.1% |
| YTD | +74.2% | +5.5% | +68.7% | +68.4% |
| 1Y | +88.2% | +9.1% | +79.1% | +78.6% |
| 3Y | +124.0% | +36.0% | +88.0% | +87.7% |
| 5Y | +78.4% | -29.8% | +108.2% | +73.2% |
| All | +78.4% | -30.6% | +108.9% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling